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Sponsor portfolioWelfare / HealthEIN 16-1015782

UNITED WAY OF GREATER ROCHESTER INC AND THE FINGER LAKES INC

75 COLLEGE AVENUE · ROCHESTER, NY 146071009
5852426400
Plans filed
1
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
109
No prior year
Total participants
109
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
UNITED WAY OF GREATER ROCHESTER WELFARE BENEFIT PLAN
Fully insured109 covered·3 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$976K31.3%
Health$930K29.8%
Prescription drug$930K29.8%
Life$92K3.0%
Long-term disability$92K3.0%
Other$92K3.0%
Vision$8K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRxD
$976K90.7%1274
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$92K8.6%11109
VISION SERVICE PLAN
EIN 222777159
V
$8K0.7%1152

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INS NOVEM BENEFITSPITTSFORD, NYEXCELLUS BLUE CROSS BLUE SHIELD$33K$0$33K65.1%1
DIGITAL INSURANCE LLCATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$8K$5K$13K25.8%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K9.2%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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